Soapbox Engage Blog

Happy Monday, PUB Crawlers!

Cheers to making it to the end of September! This last quarter of the year is often the busiest, but I know it’s going to bring about some awesome changes and opportunities for the community. And maybe even a couple chances to meet up in person— be sure to scroll down to the Event section and check out the upcoming NPSP Days!

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Great Posts from the Salesforce Power of Us Hub

1. Get Involved: Salesforce Customer Success Research Program
   Daniela Galmes (Salesforce)

   The new Salesforce Customer Success Research Program is an initiative designed to gather feedback from Trailblazers to help shape the future of Salesforce products and services. By participating, you’ll have the opportunity to share your insights directly with Salesforce experience designers. Head to this post and fill out the form to be invited to upcoming feedback opportunities.

2. Articles to Improve Your Salesforce Knowledge
   Rakesh Gupta (Salesforce MVP)

   Rakesh is back with another batch of helpful articles to save for when they might come in handy:

   • Dynamic Progress Bar for Form Completion in Salesforce Flow
   • Elevate Your Screen Flows with a Customizable Counter Component
   • Automate Currency Exchange Rate Updates in Salesforce using Currency Exchange API
   • Salesforce and Google’s Time Zone API Integration: Translating Coordinates into Time Zone Info
   • Integrate Salesforce with OpenWeatherMap Using Salesforce Flow

3. New Datablazer Group: 2,000+ Members
   Tiffany Hamilton (Salesforce)

   There's a new group in town— and it's growing fast! Datablazers is your community for learning strategies to unify and take action on all your data, and get empowered with Data Cloud. Be sure to join the group and stay tuned for new ways to get involved and help shape this community from the ground up.

4. Best Practices for Tracking Multi-Year Grants
   Miriam Hoebel (California Schools Health Alliance)

   When documenting multi-year grants, do you create an Opportunity for each year or record it as a single Opportunity? How do you pull reports on these grants, including the amount received each year? Add your best practices to the conversation happening here!

5. Matching Rules on Record Type or Custom Fields
   Aruna Nagaraj (Fairfax Media)

   This old thread from 2018 has resurfaced recently in the Trailblazer community. The original post is about finding a way to create custom matching rules to identify duplicates, but the comments dive into other ideas and functionality as well!

Great Events

1. Commons Affordable Housing Sprint - Oct 7-8
   Lizzy Roberts (Salesforce.org)

   There's still some space available for the upcoming Commons Affordable Housing Sprint, happening October 7th and 8th in Newcastle upon Tyne, UK! While a typical Community Sprint sparks ideas across all facets of Salesforce in the service of Nonprofits and Schools, the Commons Affordable Housing Sprint will uniquely focus on one vital sub-sector, Affordable Housing. More details at this post.

2. NPSP Day NYC - November 7
   Katie Ciszek (Soapbox Engage)

   We're so back! Save the date for the next NPSP Day NYC! NPSP Days are a chance to come together for a full day of collaboration to benefit the Nonprofit and Education sectors' use of the Salesforce Nonprofit Success Pack. Register today!

3. NPSP Day DC 2024 - November 21
   Katie Ciszek (Soapbox Engage)

   We're not just just bringing NPSP Day back to NYC this November— we'll see you in DC as well! These events have happened across the globe and have yielded some incredible solutions, workarounds, and ideas. Learn more and register here.

Great Ideas for Nonprofits Using Salesforce

1. Custom Report Types for NPC Specific Standard Objects
   Erik Reiken (TwoPurpose)

   Currently in the new Nonprofit Cloud, there are no standard report types over objects including Gift Commitment, Gift Commitment Schedule, Gift Transaction, Gift Designation and so forth. It is also not possible to create custom report types across those Gift related objects. Here's an idea to fix those gaps in functionality.